Wealth Management Client Services Associate

Morgan Stanley; Oakland (CA); On-site; USD 72,200 - 85,000; Full time

Job summary

Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first mindset.

Responsibilities include supporting client relationships, executing transactions, onboarding clients, and assisting with administrative tasks. A high school diploma is required, with a college degree preferred, alongside industry experience and various required licenses.

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products is essential.

Responsibilities

• Support FA/PWA/team in enhancing client relationships.
• Execute money movement transactions for clients.
• Answer non-investment related client account questions.
• Onboard and maintain client accounts.
• Assist in the delivery of business plans.

Skills

Detail-oriented

Advanced Microsoft Office skills

Exceptional writing skills

Client service skills

Strong time management

Ability to multitask

Goal-oriented

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first mindset.

Responsibilities include supporting client relationships, executing transactions, onboarding clients, and assisting with administrative tasks. A high school diploma is required, with a college degree preferred, alongside industry experience and various required licenses.